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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,536 | $129,737-78.8% | $119,126-76.9% | $154,746-82.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 25.39% | 379.08%-353.7pp | 282.11%-256.7pp | 172.34%-146.9pp |
| Employer contribution / active EE | $745 | $4,375-83.0% | $4,034-81.5% | $4,379-83.0% |
| Participant deferral / active EE | $7,860 | $5,842+34.5% | $5,318+47.8% | $6,730+16.8% |
| Admin fee / account holder | $250 | $11,961-97.9% | $10,693-97.7% | $14,365-98.3% |